Anic Equity¶
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Total return since start: 0.624 %¶
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Equity now: -----------------------------> 49620.01 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43600.64 Kr¶
PnL: ---------------------------------------> -1274.94 Kr¶
DD now: ---------------------------------> -6.589 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 13:53:36.145298'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.030000 | 1515.100000 | 92.100000 | 6.470000 | 1423.000014 |
| Profoto Holding | 7 | 2.390000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -2.840000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.050000 | 915.360000 | 3.360000 | 0.370000 | 912.000000 |
| Atrium Ljungberg B | 5 | 0.500000 | 898.500000 | -5.500000 | -0.610000 | 904.000000 |
| JM | 7 | 0.150000 | 941.500000 | -8.500000 | -0.890000 | 950.000002 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| ASSA ABLOY B | 4 | -0.570000 | 983.200000 | -9.800000 | -0.990000 | 993.000000 |
| Biotage | 1 | -2.250000 | 138.800000 | -10.200000 | -6.850000 | 149.000000 |
| Vitrolife | 3 | 1.280000 | 665.400000 | -11.600000 | -1.710000 | 677.000001 |
| Eastnine | 6 | -2.010000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| AcadeMedia | 20 | -0.660000 | 963.600000 | -14.400000 | -1.470000 | 978.000000 |
| OX2 | 12 | -1.390000 | 894.000000 | -15.000000 | -1.650000 | 909.000000 |
| BioGaia B | 8 | 1.000000 | 888.800000 | -15.200000 | -1.680000 | 904.000000 |
| Gränges | 10 | 0.490000 | 1023.000000 | -16.000000 | -1.540000 | 1039.000000 |
| Bufab | 3 | -0.340000 | 1056.000000 | -20.000000 | -1.860000 | 1076.000001 |
| Latour B | 4 | -1.510000 | 835.200000 | -20.800000 | -2.430000 | 856.000000 |
| Investor B | 3 | -0.380000 | 635.250000 | -22.750000 | -3.460000 | 657.999999 |
| Vitec Software Group B | 2 | -2.350000 | 1079.000000 | -25.000000 | -2.260000 | 1104.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Hoist Finance | 36 | 0.930000 | 981.000000 | -30.000000 | -2.970000 | 1010.999988 |
| Sandvik | 4 | -0.100000 | 817.600000 | -30.400000 | -3.580000 | 848.000000 |
| Addnode Group B | 7 | -1.500000 | 874.300000 | -30.700000 | -3.390000 | 904.999998 |
| Alimak Group | 12 | 0.120000 | 973.200000 | -33.800000 | -3.360000 | 1007.000004 |
| Sagax B | 4 | -2.120000 | 849.600000 | -35.400000 | -4.000000 | 885.000000 |
| SKF B | 5 | -0.630000 | 942.500000 | -37.500000 | -3.830000 | 980.000000 |
| Sagax A | 4 | -2.750000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Hexatronic Group | 15 | -1.150000 | 1032.600000 | -38.400000 | -3.590000 | 1071.000000 |
| Byggmax Group | 33 | -1.130000 | 925.320000 | -41.680000 | -4.310000 | 966.999990 |
| EQT | 4 | -2.360000 | 829.200000 | -43.800000 | -5.020000 | 873.000000 |
| Catena | 2 | 0.260000 | 758.400000 | -47.600000 | -5.910000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| Orrön Energy | 170 | -3.060000 | 1991.550000 | -54.450000 | -2.660000 | 2045.999980 |
| HEXPOL B | 8 | -4.840000 | 896.000000 | -61.000000 | -6.370000 | 957.000000 |
| Hexagon B | 26 | -1.150000 | 3344.900000 | -75.100000 | -2.200000 | 3420.000012 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 1.090000 | 2592.840000 | -390.740000 | -13.100000 | 2983.577733 |
| TOTAL | 43600.640000 | -1274.940000 | -6.58945% | 44875.578016 |
Updated:¶
'2023-06-21 13:53:52.676225'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
